See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,649 | $167,307-8.2% | $143,757+6.9% | $134,475+14.3% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -15.75% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,374 | $5,619-75.5% | $4,951-72.2% | $4,740-71.0% |
| Participant deferral / active EE | $3,673 | $6,446-43.0% | $5,637-34.8% | $6,400-42.6% |
| Admin fee / account holder | $22,087 | $18,088+22.1% | $14,673+50.5% | $11,426+93.3% |